Group Headers for Policies

1. This guide will show you how you can have a single policy acting as a policy summary for clients who may have policies spread among different client records in Durell.
   
2. Begin by visiting the Client you wish to hold the Group Policy. Open their policy list and create a new policy using the snowflake button. Select “Other” as the Type, then “Group Header” as the Product, “Group Policy” as the insurer and “Group Policy” as the Plan

1. Once created, the you will see the front screen of your Group Policy. To collate policies from other client records, click on “Add” and then in the new window that appears, search for the client record of the policy you would like to add. Once you have found their record at the top of the window, their policies will be displayed in the list at the bottom.
   
2. Highlight the policy you wish to add to your Group Policy and click “OK”. This will add it to the list of policies within your Group Policy
   

1. Here is the list of policies on the front page of your Group Policy, after adding the first individual policy

1. Double click the policy row to open it; you can add policies to this list as required.

• Related Articles

• Historic Policies

  From the Durell Home screen, click on ‘Policies’. Signpost Policies Display Show Historic Policies The Policy view header will then display ‘Historic Policies by Client Name’

• Copying Policies to a New Insurer

  Highlight the policy you wish to copy. Then, click on the signpost button, scroll across on “Policies” and then select “Copy to different insurer / plan” In the new window which appears, select whether you would like to copy the documents themselves ...

• Amend the Policy Holder

  It is possible to assign a policy to a different policy holder in Durell. Begin by visiting the policy you wish to amend. Highlight the required policy row, click on the “Signpost” button, scroll across on “Policies” and click on “Change policy ...

• Export Policy or Claims List to Excel

  From within the policy or claims lists for all clients or individual clients, you can export the policies/claims you see listed to Excel. While viewing the list you wish to export, click on the “Signpost” button, scroll across on “Policies” (or ...

• Copy Existing Policy to New Policy

  Locate the policy you wish to copy the details from. Highlight it, then click on the “Signpost” button. Scroll across on “Policies” and click on “Copy to different insurer/plan”  A new window will appear. In it, select a new insurer/plan and click ...